Portfolio Jobs

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.‍

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We’re based in Berlin but are also open to hiring remotely in Germany or the United Kingdom (where you can also work from our new London office, with travel to Berlin!).

As Upvest continues on its exponential growth path, we are looking for an exceptional Commercial Finance Lead to join our Finance team. You will play a key role in building out a world-class Commercial Finance function, developing and owning the relationship with our Commercial (Growth) teams to drive strategic decision making relating to top-line. Reporting to our VP Finance, Josh Masser, you will have the opportunity to work directly with senior stakeholders across the business.

Your mission:

• Upvest has entered its stage of hypergrowth, so we now have a lot more live data to analyze and drive strategic decisions making. This is the time to double down on partnering to enable our commercial activities to continue to grow and you will be responsible for building this function out.

• Own the relationship with our Growth organization, fostering a data-driven approach to ensure we grow strongly and in a sustainable manner - achieving high, “software like” contribution margins as we scale.

• Orchestrate topline planning, together with go-to-market stakeholders and FPAI (Financial Planning, Analysis & Impact), as well as playing a key role in Board and Investor Reporting.

This role will give you the opportunity to:

• Build a world class commercial finance function from the ground up: We’re only a couple of years into our journey, so lots of things in Finance and across the company can still be implemented and developed. There is a real opportunity to drive significant impact in the business through enabling exponential growth:

  • Develop frameworks to drive positive customer outcomes with sharp analysis on pricing, revenue, and unit economics

  • Support the team with partner/vendor negotiations

  • Incorporate smart short-cuts & automations for recurring activities (closing, reporting, deal support, etc.)

• Be part of a top-notch, diverse Finance function that enables a continuous learning environment: We already built a strong team of 15 people, which means you can focus your energy on your core responsibilities and always have the support of true Finance experts at your fingertips. We are live with BigQuery/Looker, Netsuite ERP and Abacum (next-gen financial planning & reporting tool).

• A very experienced team and culture driven organization at Upvest: We are one of Europe’s fastest growing fintechs thanks to having assembled a world-class team with lots of experience across all key domains that we require for our success, from banking and risk to regulatory, legal and compliance to - last but certainly not least - product and engineering. The organization is full of people who have successfully scaled companies before, who understand the importance and live and breathe culture and “people first”.

• Have fun in the process!

What you bring:

• 7+ years in commercial finance and business partnering roles —ideally in enterprise SaaS or high-growth fintech. Experience from Investment Banking, Private Equity or Management Consulting is also a plus!

• Expertise in financial modeling, forecasting, unit economics and KPI development.

• Data savviness - you are hands-on with Looker and financial tools and are not afraid to use your data skills to get your “hands dirty”.

• You are an excellent communicator and are able to distill complex financial data into concise narratives for non-finance audiences.

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.

• We invest in your growth with a dedicated development budget and plenty of opportunities to advance in your role.

• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).

• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.

We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values:

• Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.

• Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.

• Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.

• Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.